Quantcast
Macro Analysis & Slide Decks Archives - Dwyer Strategy
Skip to Content
Menu
  • About
  • Market Musings &
    Economic Commentary
  • Macro Analysis &
    Slide Decks
  • Conference Call Information
  • Media Coverage
  • Subscribe
  • Log In
Log In
Dwyer Strategy
  • About
  • Market Musings &
    Economic Commentary
  • Macro Analysis &
    Slide Decks
  • Conference Call Information
  • Media Coverage
  • Subscribe
  • Log In

Macro Analysis & Slide Decks

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

  1. Home Dwyer Strategy
  2. ›
  3. Macro Analysis & Slide Decks

Macro Analysis & Slide Decks

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Credit post discussion – New Video!

Posted on Jan 21, 2021 | 2:32 pm in Macro Analysis & Slide Decks

Walking you through today's macro post...

Read More

Credit reinforces our gameplan

Posted on Jan 21, 2021 | 11:08 am in Macro Analysis & Slide Decks

Significant and sustainable periods of weakness in the economy and markets typically come from a corporate need for money to fund growth, but with limited or no access to…

Read More

Real liquidity and tactical update

Posted on Jan 19, 2021 | 12:53 pm in Macro Analysis & Slide Decks

The real liquidity keeps us invested…We measure real liquidity as the money supply plus equity and bond mutual funds and ETFs vs. Industrial Production growth rates. This measure looks…

Read More

Talking you through Posts – New Video!

Posted on Jan 15, 2021 | 10:35 am in Macro Analysis & Slide Decks

We are going to start creating videos to walk you through our thought process on written Macro material when appropriate.  We hope you like this new service.

Read More

Three indicators caught our attention

Posted on Jan 14, 2021 | 1:06 pm in Macro Analysis & Slide Decks

We have fairly high conviction in two things: (1) conditions remain ripe for a temporary correction that should give back much of what has been gained since late last…

Read More

January Macro Slide Deck

Posted on Jan 11, 2021 | 8:14 am in Macro Analysis & Slide Decks

Our positive core fundamental thesis remains in place. In the current recovery, the Fed is promising to keep rates pinned at zero and QE measures in place until AFTER…

Read More

Impact of Election – New Video

Posted on Jan 6, 2021 | 2:04 pm in Macro Analysis & Slide Decks

We believe the three levels of stimulus is likely to offset any unlikely tax cut during pandemic year

Read More

Possible EPS impact of mini blue wave

Posted on Jan 6, 2021 | 9:23 am in Macro Analysis & Slide Decks

The results of the Georgia Senate runoff election are pointing to a mini blue wave that has the Democrats winning the House, Senate, and White House.

Read More

Taking stock as we enter 2021

Posted on Jan 4, 2021 | 12:26 pm in Macro Analysis & Slide Decks

2H/20 driven by global recovery theme. For the full calendar year 2020, the Nasdaq Composite (NAZ), Russell 2000 (RTY) and S&P 500 (SPX) Indices were up 43%, 18%, and…

Read More

Thank you! – New Video

Posted on Dec 23, 2020 | 4:24 pm in Macro Analysis & Slide Decks

While we plan to be here next week, we will not be posting any Gold level content until next Monday. Our team wants to thank you for your subscription…

Read More
Page 1 of 7212345...102030...»Last »
  • Market Musings

    Key Indicator – New Video!
    Jan 25, 2021 | 2:59 pm
    Tactical indicator update
    Jan 25, 2021 | 10:54 am
    Monday Funday
    Jan 25, 2021 | 7:53 am
  • Macro Analysis

    Credit post discussion – New Video!
    Jan 21, 2021 | 2:32 pm
    Credit reinforces our gameplan
    Jan 21, 2021 | 11:08 am
    Real liquidity and tactical update
    Jan 19, 2021 | 12:53 pm
  • Conference Call Information

    REPLAY of gold level call from Today, 1/12/21
    Jan 12, 2021 | 1:57 pm
    REMINDER: Tomorrow at 1pm Tony will be hosting gold level call
    Jan 11, 2021 | 8:44 am
    Zoom Instructions for Monthly Conference Call
    Jan 6, 2021 | 2:09 pm
  • Media Coverage

    1/4/21: Tony joins CNBC Fast Money to kick off 2021
    Jan 5, 2021 | 11:05 am
    Tony on CNBC Fast Money Dec 2, 2020
    Dec 3, 2020 | 9:13 am
    Tony on TDAmeritrade Network – Nov 19, 2020
    Nov 19, 2020 | 12:38 pm
Dwyer Strategy Logo

IMPORTANT DISCLOSURES:

Canaccord Genuity LLC is a registered broker dealer regulated by SEC and FINRA. Member SIPC. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies. See canaccordgenuitygroup.com/en/companies for more information.

Investing includes risk, including the loss of principal.

This site does not provide investment advice, and nothing on this Site shall constitute an offer to buy or sell, or the solicitation of an offer to buy or sell, or a recommendation with respect to any security by Canaccord Genuity, Dwyer Strategy, or Tony Dwyer. The content published on this site does not constitute a recommendation that any particular investment, security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Neither Tony Dwyer nor Dwyer Strategy will advise any person concerning the nature, potential, value or suitability of any particular investment, security, portfolio of securities, transaction, investment strategy or other matter. Accordingly, do not attempt to contact Dwyer Strategy or Tony Dwyer seeking personalized investment advice, which they cannot provide. To the extent the content published on this Site would be considered investment advice, such content is not tailored to the investment needs of any person or group of persons, and is directed to the general public.

The views expressed in this commentary are the views of Tony Dwyer and are subject to change based on market and other conditions. Content on the site speaks only as of the date of publication, and may be superseded by subsequent events or otherwise.

This site contains certain statements that may be deemed to be forward-looking statements. These statements are based on certain assumptions and analyses made in light of experience and perception of historical trends, current conditions, expected future developments and other factors believed to be appropriate in the circumstances. Such statements are subject to a number of assumptions, risks, and uncertainties, and are not guarantees of any future performance. Actual results may differ materially from those projected in the forward-looking statements.

View more information on our Firm: FINRA’s BrokerCheck

Research Disclosures
Regulatory and Legal Disclosures

© 2020 Dwyer Strategy is a division of Canaccord Genuity LLC, all rights reserved.

INSTITUTIONAL INSIGHT. PERSONAL OPPORTUNITY.
Dwyer Strategy Logo
Please note that you are now leaving our website and entering a third party website.

Neither Canaccord Genuity nor its affiliates are responsible for the content or accuracy of information of the of the third party websites linked, nor do they in any way endorse, recommend, or guarantee the products or services offered on the websites.

Canaccord Genuity’s privacy policy does not apply to linked websites. Please refer to the specific policies of the third party when accessing their websites.

Continue to External Site »